Dynamic Capital Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-20,889
| Closed | -$814K | – | 323 |
|
2017
Q2 | $814K | Buy |
20,889
+556
| +3% | +$21.7K | 0.18% | 118 |
|
2017
Q1 | $737K | Buy |
+20,333
| New | +$737K | 0.12% | 196 |
|
2015
Q1 | – | Sell |
-27,211
| Closed | -$839K | – | 358 |
|
2014
Q4 | $839K | Buy |
27,211
+11,647
| +75% | +$359K | 0.44% | 57 |
|
2014
Q3 | $424K | Buy |
+15,564
| New | +$424K | 0.11% | 249 |
|
2014
Q1 | – | Sell |
-40,059
| Closed | -$935K | – | 519 |
|
2013
Q4 | $935K | Buy |
+40,059
| New | +$935K | 0.18% | 199 |
|